See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,320 | $110,094+38.4% | $151,611+0.5% | $68,494+122.4% |
| Participation rate | 95.8% | 84.0%+11.8pp | 87.5%+8.3pp | 67.9%+27.9pp |
| Annual return | -2.51% | -10.12%+7.6pp | 3.33%-5.8pp | -7.84%+5.3pp |
| Employer contribution / active EE | $5,036 | $4,471+12.6% | $6,166-18.3% | $2,596+94.0% |
| Participant deferral / active EE | $4,249 | $6,527-34.9% | $8,363-49.2% | $4,027+5.5% |
| Admin fee / account holder | $8,414 | $7,719+9.0% | $11,616-27.6% | $5,403+55.7% |